Accounting and Advisory Services

Strengthen business decisions and improve efficiency with professional accounting solutions.

Does your management team have the hours they need to focus on growing your business and generating revenue? Are back-office accounting tasks taking up too much of their time and resources? Perhaps it’s due to outdated technology and inefficient processes. Perhaps you don’t have the staff you need to focus on core priorities while ensuring each accounting task is performed accurately and comprehensively.

Gain the information, visibility and efficiency that will allow you and your team to focus on big goals. With Wipfli’s accounting and advisory solutions, you can choose the level of partnership that’s right for your business.

Accounting and Advisory Solutions

First Down Package

Virtual Accountant

Includes ongoing transaction processing, plus:

Basic level dashboard

Accounts Payable management

Accounts Receivable management

Cash management support

Bank and credit card reconciliation

Fixed asset maintenance

Annual 1099 filing

Starting at $1,800/month*

Field Goal Package

Virtual Controller

Includes all services in the First Down Package, plus:

Advanced dashboard and analysis

Business advisory meeting to review financial results, with industry benchmarking and ratio analysis